Associating a Shop Store with a GAU Allocation in the Nonprofit Success Pack

created

While Soapbox doesn't interface directly with GAU Allocations, the Nonprofit Success Pack allows you to create allocations for a given Campaign. Any Shop store that uses a Campaign for which GAU Allocations have been set will have these GAU Allocations reflected in the Opportunity created for that order upon Lead conversion.

In order to use GAU Allocations in the Nonprofit Success Pack with a Shop Store:

  • Create a Campaign or Campaigns to be associated with your Shop Store
  • Create the allocations as you need them within the Salesforce Campaign itself
  • Associate that Campaign with your Shop Store in Soapbox

While you may choose to create the Campaign directly in Soapbox on the Integration tab of your Shop Store, you will then need to login to your Salesforce instance to create the allocations for that Campaign. Should you choose to create the Campaign from within Salesforce to start with, make sure to remember to use the Soapbox Shop Campaign Record Type when doing so.

For details on GAU Allocations and Campaigns, check out the documentation for the Nonprofit Success Pack here:

https://powerofus.force.com/articles/Resource/NPSP-Manage-Allocations#!#Create%20Allocations%20for%20Campaigns

Have more questions? Submit a request
Article is closed for comments.